L.M. Kohn & Company’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.1M | Buy |
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|
2025
Q2 | $895K | Buy |
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|
2025
Q1 | $963K | Buy |
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|
2024
Q4 | $873K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $950K | Buy |
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|
2024
Q1 | $953K | Sell |
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|
2023
Q4 | $883K | Sell |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $663K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $620K | Buy |
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|
2022
Q2 | $642K | Hold |
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|
2022
Q1 | $686K | Buy |
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